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| Keyboard |
| Dewitt Investment Research & Management Inc
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|---|---|
| CRD # | 108232 |
| SEC # | 801-133885 |
| CIK # | |
| AUM | 123.2 M (2026-04-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-910-9110 |
| Address | 3801 Germantown Pike Collegeville, PA 19426 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 14.2 |
| (b) Individuals (high net worth individuals) | 23 | 109.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 123.2 |
| By Discretionary | ||
| Discretionary | 186 | 101.0 |
| Non-Discretionary | 8 | 22.2 |
| Total | 194 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 194 | 123.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fitzwilliams Wealth Management Inc
✚
|
VA | 123.5 M |
|
Daly Investment Management LLC
✚
|
IL | 123.5 M |
|
Ideal Retirement Solutions LLC
✚
|
FL | 123.5 M |
|
Zuckerman Capital Management LLC
✚
|
CA | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
✚
|
CO | 123.4 M |
|
Lang & Becker Inc
✚
|
MO | 123.2 M |
|
Davies Financial Advisors Inc
✚
|
CA | 123.1 M |
|
Samara Investment Management LLC
✚
|
OR | 123.0 M |
|
Enduring Wealth Advisors LLC
✚
|
CA | 122.8 M |